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Working smarter not harder: how technology is helping advisers with growing demands of compliance and regulation
IFA Magazine’s recent reader survey, carried out in conjunction with specialist T&C and People Compliance platform, HRComply, revealed that advisers have real…
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Truly understanding cultural change in business
For many firms, a cultural change is required to meet the demands of consumer outcomes. This is done by having a clear…
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Is this as good as it gets for platforms?
According to new research from the lang cat which was released recently, advised platform net sales came in at £5.15bn for Q1…
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Diversification and optimisation
GBI sat down recently with Nick French CDO at Blackfinch to talk about why he is passionate about helping advisers build value…
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New tax year resolutions: A year-long commitment
Sarah Wakefield, Business development Manager, Oxford Capital explains why tax advantaged investments are best used all year round. The start of the…
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Readying for Consumer Duty: How do tax-efficient investments fit into the big picture?
Register now >> For professional advisers and paraplanners only. Not to be relied upon by retail investors. Article by Jessica Franks, Head…
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Why working with a trusted adviser really matters – Exit planning Part 2
In this second article in a two-part Q&A series with IFA Magazine’s Brandon Russell, Keith Brown, Chief Executive of Wealth Holdings, discusses…
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How does an adviser choose their investment platform?
In the past, there has been strong competition over prices in the Platforms market, despite the FCA maintaining that it does not…
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Why service, performance and cost really matter: A Q&A with Brook Macdonald’s Frank Atkins
Talking to IFA Magazine, Brooks Macdonald’s Frank Atkins discusses the group’s MPS proposition and highlights how he and his team achieve successful…
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Uncovering advisers’ attitudes to personal compliance
As the FCA’s Consumer Duty deadline approaches, IFA Magazine’s recent reader survey carried out in conjunction with specialist T&C and People Compliance…
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